TF

Tompkins Financial Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.85M
3
+$5.37M
4
WBS icon
Webster Financial
WBS
+$4.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.06M

Top Sells

1
+$7.16M
2
+$1.74M
3
+$1.65M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.2M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 16.54%
2 Financials 14.22%
3 Healthcare 9.82%
4 Consumer Staples 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.01%
1,256
-182
252
$117K 0.01%
650
253
$115K 0.01%
2,000
+500
254
$115K 0.01%
2,200
255
$114K 0.01%
5,000
256
$113K 0.01%
+500
257
$112K 0.01%
568
258
$112K 0.01%
502
-116
259
$109K 0.01%
750
260
$109K 0.01%
1,348
261
$107K 0.01%
1,030
+30
262
$106K 0.01%
1,561
-9
263
$105K 0.01%
1,200
264
$104K 0.01%
750
265
$102K 0.01%
1,800
266
$102K 0.01%
1,045
+458
267
$100K 0.01%
1,308
268
$100K 0.01%
2,861
269
$99.7K 0.01%
8,454
270
$99.6K 0.01%
900
271
$98.8K 0.01%
500
272
$98K 0.01%
800
273
$95.2K 0.01%
1,944
274
$94.2K 0.01%
2,898
+155
275
$94.2K 0.01%
2,100
9 10
11
12 13